# Concierge Financial Planning, LLC

> Concierge Financial Planning, LLC is a state-registered investment advisory firm, registered since 2009, with no regulatory assets under management reported in its Form ADV filing dated March 1, 2026.

- CRD: 151258
- Filed as: CONCIERGE FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Jersey
- Filing period: October 2026
- Form ADV filing dated: March 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/151258
- AdvisorCensus page: https://advisorcensus.com/firm/concierge-financial-planning-llc-151258

## Quick answers

**How is Concierge Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Concierge Financial Planning, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is Concierge Financial Planning, LLC registered with the SEC or a state?**
Concierge Financial Planning, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 151258.

**What types of clients does Concierge Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (22); individuals (other than high net worth individuals) (7).

**Does Concierge Financial Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/151258

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $0 |
| High net worth individuals | 22 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2009 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- annminnium.com
- conciergefinancialplanning.com
- conciergefp.com
- Facebook @CONCIERGEFP
- LinkedIn @ANNMINNIUM

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Concierge Financial Planning, LLC (CRD 151258): Form ADV filing data as of October 2026.